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Supply and Demand, Why the Big Deals Keep Coming

From On Wall Street
Added on April 2016 in M&A Issues
1 visitor like this article | Viewed 3895 times | 0 comment

Summary: [Video] A shrinking advisor headcount across the industry will keep the lucrative offers coming to top producers, leading recruiters say in this video installment of On Wall Street's annual recruiters panel.

Kitces: Building a Strong Digital Platform

From Financial Advisor
Added on April 2016 in Thought Leadership
1 visitor like this article | Viewed 2793 times | 0 comment

Summary: In today’s increasingly competitive planning landscape, it’s becoming more difficult for advisors to differentiate. Yet as the advisory field becomes increasingly crowded, perhaps the biggest problem is being seen in the first place.

RBC's Taft: Read the Fine Print Before Deciding Who Wins with Fiduciary

From On Wall Street
Added on April 2016 in Form an RIA
1 visitor like this article | Viewed 3308 times | 0 comment

Summary: Last week, the Department of Labor issued the final version of a sweeping regulation for the industry that requires anyone providing investment advice for retirement accounts to serve as a fiduciary and act solely in the best interests of clients.

RIAs: Do You Have a Social Media Strategy for Asset and Client Growth?

From IRIS
Added on April 2016 in Manage Your Practice
1 visitor like this article | Viewed 3205 times | 0 comment

Summary: Registered Investment Advisors and financial planners without a social media strategy may need to think again in planning for asset and client growth in 2016.

The winners and losers of the DOL fiduciary rule

From InvestmentNews
Added on April 2016 in Thought Leadership
0 visitor like this article | Viewed 2727 times | 0 comment

Summary: [VIDEO] Advice industry experts weigh in on who stands to gain from the Labor Department's final fiduciary rule, as well as the areas of the industry due to suffer under the new regulation.

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